North Star Investment Management’s Zoom ZM Stock Holding History

North Star Investment Management’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16K	Buy	25 +10	+67%	+$945	﹤0.01%	1413
2026 Q1	$1.21K	Sell	15 -24	-62%	-$2.01K	﹤0.01%	1466
2025 Q4	$3.37K	Buy	39 +24	+160%	+$2.02K	﹤0.01%	1200
2025 Q3	$1.24K	Hold	15	–	–	﹤0.01%	1156
2025 Q2	$1.17K	Hold	15	–	–	﹤0.01%	1124
2025 Q1	$1.11K	Sell	15 -10	-40%	-$797	﹤0.01%	1118
2024 Q4	$2.04K	Hold	25	–	–	﹤0.01%	1113
2024 Q3	$1.74K	Hold	25	–	–	﹤0.01%	1085
2024 Q2	$1.48K	Sell	25 -1	-4%	-$61	﹤0.01%	1065
2024 Q1	$1.67K	Buy	26 +1	+4%	+$67	﹤0.01%	1107
2023 Q4	$1.8K	Hold	25	–	–	﹤0.01%	1055
2023 Q3	$1.75K	Hold	25	–	–	﹤0.01%	1076
2023 Q2	$1.7K	Hold	25	–	–	﹤0.01%	1089
2023 Q1	$1.85K	Hold	25	–	–	﹤0.01%	1092
2022 Q4	$1.69K	Hold	25	–	–	﹤0.01%	1097
2022 Q3	$2K	Sell	25 -140	-85%	-$13.3K	﹤0.01%	1049
2022 Q2	$18K	Sell	165 -100	-38%	-$10.5K	﹤0.01%	732
2022 Q1	$31K	Hold	265	–	–	﹤0.01%	676
2021 Q4	$49K	Hold	265	–	–	﹤0.01%	614
2021 Q3	$69K	Hold	265	–	–	0.01%	534
2021 Q2	$103K	Hold	265	–	–	0.01%	477
2021 Q1	$85K	Hold	265	–	–	0.01%	474
2020 Q4	$89K	Sell	265 -150	-36%	-$66.9K	0.01%	452
2020 Q3	$195K	Sell	415 -50	-11%	-$16K	0.02%	347
2020 Q2	$118K	Buy	465 +225	+94%	+$40.5K	0.02%	378
2020 Q1	$35K	Buy	240 +210	+700%	+$20.7K	0.01%	551
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	1000
2019 Q3	$2K	Buy	+30	New	+$2.7K	﹤0.01%	1026

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

North Star Investment Management's ZM Position: Q2 2026 in Review

North Star Investment Management increased its Zoom (ZM) stake by 67% in Q2 2026, buying an estimated $945 and bringing the position to 25 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

North Star Investment Management first reported a position in ZM in Q3 2019 and has held it in 28 quarters since. The position peaked at $195K in Q3 2020. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

North Star Investment Management held 25 shares of Zoom worth $2.16K as of Q2 2026.
North Star Investment Management bought 10 Zoom shares in Q2 2026, an estimated $945.
Zoom made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1413 holding.
North Star Investment Management first reported a position in Zoom in Q3 2019 and has held it in 28 quarters since.
North Star Investment Management's Zoom position peaked at $195K in Q3 2020.
873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.